[Bulk actions] Ability to multiselect FIELDS to move, copy-paste, assign, delete
Ability multiselect fields with bulk actions
NOTE: This idea applies to FIELDS only. A separate idea has been created for blocks ([Bulk actions] Ability to select multiple BLOCKS to move, delete, copy/paste)
Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.
Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.
Peter Nijssen commented
Would be good if you could select multiple content blocks and copy them to a different document. We sometimes create a document where we need a copy from. You can of course use the duplicate method, but when doing so, all automations are gone from the duplicated document. So for example it doesn't update the Deals in Hubspot.
Brian Gacila commented
"It would be nice if there was a button to clear all the fields (especially since I just clicked a button to create a template). Some people may want to keep the form they are creating a template from filled out but there should be a button to clear all fields somewhere to make converting a filled out form with a lot of fields that may have been filled out."
Joel Fleischman commented
This is a critical feature that we need
Della Terra Mountain Chateau commented
Select multiple fields at once to copy and paste instead of one at a time.
Dzmitry Kuksik commented
As a user I would love to have an ability to select multiple blocks, copy selected and paste, to speed document creation process. Something similar to Notion select functionality :)
Maximilian Garmatsch commented
so many things are essentially grouped and it's a real pain that pandadoc doesn't allow selecting multiple objects or fields
Sean Mitchell commented
This would be amazing, the content library is great, but sometimes you just want to move individual sections (IE a header, one paragraph, and a spacing block) into a single group.
Additionally doing this would make it easier too for someone to go back in their old documents, select a bunch of pieces of a section and then combine it all into a content library item and delete the original data on the page. Right now to do this you would have to add the first item to the content library, copy the name you used and then add each item one by one (and have to search by name for the target library item), then when all is said and done you can go back and delete items one at a time.
Kimberley Jarrett commented
It would save me so much time if I could select multiple fields and move them all at once rather than individually.
Thomas Scaffolding commented
Bulk select to drag and drop would be great.
Mike O'Nan commented
Select/Highlight multiple blocks in a document for deletion or ability to move to different section of document.
The customer would like to be able to make all of the fields in a document not required without having to do each field separately.
James Houseman commented
Need the ability to group or link elements so they can be moved around a document/template/etc. in tandem instead of having to move elements individually.
Admin PandaDoc commented
Moving multiple fields or setting multiple field properties such as font size and required would be helpful.
Eos Human Resources Consulting commented
Select multiple fields and assign to a role
AdminNani Ancheta (Admin, PandaDoc) commented
copy and paste image or text block in another page in the doc
Yuliya Tsiushkevich commented
move multiple blocks at once
AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to drag and drop multiple fields at one time.
Jeff Rosen commented
Have the ability to edit the formatting for multiple text boxes at once.
Yana Martynenko commented
A way to select, move multiple fields at one time and to assign them to one recipient.